AI Agent for Automating Internal Business Processes

The task

Staff spend hours searching regulations, checking documents against templates and pulling reports together from several systems. The company wants an agent to take this work over without getting more access than the employee it acts for.

What is included

Five first-phase scenarios:

• answers from the internal knowledge base with a link to the document, page and paragraph;
• checking a document against a template and checklist, with a list of deviations;
• comparing two documents or versions, with a section-by-section diff report;
• drafting a task in the tracking system from an email or meeting notes, then watching the deadline and sending reminders;
• summaries and reports on a schedule or triggered by events.

The agent connects to the customer's systems over MCP: CRM, accounting systems, email, file storage. It does not copy data. Every request runs on behalf of an employee and with that employee's permissions.

It reads DOCX, XLSX, PDF and scans, combines semantic and keyword search with Russian morphology, and logs every step along with the sources it used. The application and documents stay inside the customer's network. The customer picks the language model: a subscription, an API key, a Russian provider, or their own model on their own server. Switching models is a configuration change and needs no new code.

Source code, tests, acceptance criteria and documentation are handed over to the customer.

Timeline

The first scenario, knowledge base answers, works on working day 15 because it needs only the documents. Everything up to trial operation takes about 5 months.

Cost

From 3M RUB for the work. Integrations with specific systems are priced separately. Model usage is paid by the customer under their own contract with the provider and is not part of the price. VAT exempt (Skolkovo resident).